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  Home Page > Corporate Banking >Investment Banking >Investment and Financing Consultancy
Investment and Financing Consultancy
 

Business Description:
In the investment and financing consultancy business refers to the comprehensive investment and financing advisory services that ICBC provides for the customers’ investment and financing activities, including designing of the investment plans and schemes, investment product risk and return analysis, and investment maturity matching, as well as designing of the financing plans and schemes, selection of the financing instruments, financing cost control, maturity matching, credit enhancement and designing of the debt repayment plans etc. 

Investment consultancy business mainly makes use of ICBC’s existing strength in customers, funds, information and network to design short-term or medium to long-term investment plans for the customers based on their needs and business development strategy; makes preliminary preparations for the major project investment or equity investment; supports the special advisory service teams to provide advisory services for the customers’ major project investment and equity investment; and performs the follow-on consultancy services for the customers’ investment activities. For example, ICBC assists the customers to carry out comprehensive estimate and formulate short-term fund utilization plans and short-term investment plans, and makes full use of the various financial products including deposits, bills, funds, wealth management products, foreign exchange and derivatives to help the customers efficiently use their short-term funds; ICBC also assists the customers to develop their major investment plans, prepare the medium to long-term investment plans and analyze the risks and returns of bonds, equity and fixed asset investment products. The aim of the investment consultancy service is to help the customers optimize the asset structure and reduce the non-profit and inefficient assets; broaden the investment channels and increase the types of investment products; reasonably arrange the investment maturities and enhance the flexibility and adaptability of investment; control investment risks and increase investment returns.

Financing consultancy service mainly makes use of ICBC’s existing advantages in customers, fund, information and network to design short-term or medium to long-term financing plans for the customers based on their demand and business development strategy; make preliminary preparations for the major project financing and private placement projects; supports the special advisory service teams to provide advisory services for the customers’ major project financing and private placement; and performs the follow-on consultancy services for the customers’ financing activities. For example, ICBC assists the customers to prepare the short-term and medium to long-term financing plans, and makes full use of the various financing means such as loans, bill discounting, structured financing products, short-term financing bills, bank syndicate loans, and private equity funds to provide consultancy services for the customers’ routine or major financing activities. The aim of the financing consultancy service is to help the customers optimize their balance sheet structure and equity structure; broaden the financing channels and reasonably arrange the financing maturities; control the comprehensive financing cost and raise the investment returns of the customers’ shareholders.

Targets:
Corporate and public legal entities with investment and financing needs.

Service Channels and Time:
Please kindly contact with the investment banking business department of local branches.

Charging Standards:
Both parties shall sign the investment and financing consultancy agreement upon negotiations. The financial advisory service fee will be collected based on the agreed charging standards.

Disclaimer:
Information herein is for reference only. Please refer to regulations of local branches of ICBC for further details.


(2014-04-24)
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